KJ
CFP
KJ
CFP

Karl Jensen

20 Years of Experience
Minneapolis, MN
Broker

Karl Jensen is a CFP-designated registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 20 years of industry experience. Karl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3110 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B

Fee Structure

Minimum Investment:$25K

Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.

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Location

600 Portland Ave S, Minneapolis, MN, 55415

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Thrivent Investment Management INC.
November 2020 - Present · 5 yrs 6 mos
Thrivent Investment Management INC.Broker
November 2020 - Present · 5 yrs 6 mos
Thrivent Investment Management INC.
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Gradient Securities, LLCBroker
November 2019 - October 2020 · 11 mos
Gradient Wealth Management
November 2019 - October 2020 · 11 mos
Gradient Financial Direct, LLC
March 2018 - November 2019 · 1 yr 8 mos
Gradient Securities, LLCBroker
April 2016 - December 2017 · 1 yr 8 mos
Gradient Wealth Management
April 2016 - December 2017 · 1 yr 8 mos
CUNA Brokerage Services, INC.
September 2012 - May 2014 · 1 yr 8 mos
CUNA Brokerage Services, INC.Broker
August 2012 - May 2014 · 1 yr 9 mos
Raymond James Financial Services, INC.Broker
August 2010 - August 2012 · 2 yrs
Financial Network Investment CorporationBroker
May 2008 - August 2010 · 2 yrs 3 mos
Ameriprise Financial Services, INC.Broker
October 2004 - April 2007 · 2 yrs 6 mos
Ids Life Insurance CompanyBroker
October 2004 - July 2006 · 1 yr 9 mos
Farmers Financial Solutions, LLCBroker
October 2003 - September 2004 · 11 mos
Waddell & Reed, INC.Broker
February 2001 - November 2002 · 1 yr 9 mos
State Registrations1 state
MN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.